Introduction: In this article, I will be giving the procedure to call an External API from Microsoft Dynamics NAV. The external API which I am going to call from Microsoft Dynamics NAV is ‘TIBCO Cloud Integration’ as I want to perform real-time integration between Dynamics NAV and Dynamics CRM. Pre-Requisites: 1. Microsoft Dynamics NAV 2. … Continue reading Procedure to call an External API from Microsoft Dynamics NAV →

Introduction: This article focuses on to creating a batch to run everyday to check for employee’s visa expiry date. If the visa expires in a month an email notification is sent to the HR Manager about the visa expiry of the respective employee. Pre-requisites: Microsoft Dynamics NAV 2017 Steps: Create a new codeunit with id … Continue reading To run a batch to check for visa expiry date of employees and send an email if visa expires in a month in Dynamics NAV →

Partially built using the Notifications in the UI the smart notifications gives you advice when you use the application. As an example; if you create a new sales invoice for a customer that have an overdue balance you will see the below notification. Another example is when you close a sales order you receive a … Continue reading Smart Notifications in NAV 2017 →

Introduction: With the help of XML port, it is possible to import and export data in Dynamics NAV. While exporting data to an Excel sheet, we always have a requirement to export data along with the column captions to an excel sheet. In this blog article, I will be explaining the procedure to achieve the … Continue reading Export data to Excel in Dynamics NAV with Column captions using XML port →

Introduction: This article focuses on how to create a Role center page and assign the role to a user as a user profile. The requirement was such that the user needs a Role center for the HR where the HR can view the Active, Inactive and Terminated employees and can also view the List of … Continue reading Creation of a new Role Center and assigning it to a user as a profile in Microsoft Dynamics Nav 2017 →

Introduction: Many of client required report with dynamics Column in Navision. We all know dynamics data is displaying top to bottom. But what happen if customer want data left to right. And As data increase Column also increase in the report. In this blog, I will show you Item inventory report, where Item will display … Continue reading Dynamics Column reports in Navision 2017 →

Introduction: This article focuses on how to restrict other users and allow only a particular user to user a specified action button in a Page in NAV 2017. The requirement was such that the page Purchase quote is to be signed off by the CEO and then Purchase order is created. Here, an action button … Continue reading To restrict an action button to a particular user in NAV 2017 →

Microsoft Dynamics Nav integration is a default integration setup for Dynamics Nav that gives an option to integrate and use Microsoft Dynamics CRM entities with itself. The only thing that needs to be done for the integration is to enable the default integration setup after which you are good to go. After the successful integration, … Continue reading Set up Single Sign-on in Dynamics NAV with Office 365 using Windows PowerShell →

As NAV 2017 introduced new features, they have added some fields in Sales & Receivable Setups. These fields are explained below : Following new fields are added in the Sales & Receivable setup as compared to NAV 2016. Default Item Quantity Create Item from Description Allow Document Deletion Before The functionality of these fields are … Continue reading New fields in Sales & Receivable Setup in NAV 2017 →

Introduction: Purchase Quotation use to purchase items or services, and want to receive competitive offers from multiple vendors. In Purchase quote, vendors provide the prices and delivery times for the quantities of items that they specify. In the Search box, enter Purchase Quotes, and select the related link. Click on new to create new purchase quote. In … Continue reading Purchase Quotation Dynamics NAV →